Connect.Plan.Achieve

CREATING YOUR
FINANCIAL FUTURE

About Us

at Wealth Evolution Financial Planning we are different to other financial planning firms

Different, because we believe that financial security happens by fostering long lasting relationships
with our clients. Different, because we don’t believe the financial planning process is ever
really complete, it just evolves as you and your family do. Different, because creating financial
security is our passion, and we are always looking for new and more efficient ways to achieve
it for our clients.

The Benefits of a Financial Planner

WHO WE ARE

Wealth Evolution Financial Planning is a leading Financial Planning and Insurance practice situated
in the heart of Adelaide's CBD, delivering expert personalised service and strategic advice in
the areas of Insurance, Investment, Retirement and Estate planning.

Unlike many larger Financial Planning and Insurance businesses, Wealth Evolution Financial Planning
Group approach is holistic, professional and above all down-to-earth. We pride ourselves on our
friendly personal service, our honesty and integrity and our ability to deliver an exceptional
service that is accurate, efficient and extremely thorough.

Many of our clients have remained with us from the beginning, because our approach is to build long lasting relationships
focused on long term prosperity. Our approach offers relevant financial strategies for every
aspect of your business or personal life, working closely with you at every stage of the journey.

We are passionate about providing you with the highest quality service and advice, at a price
that represents value for money.

Meet our Team

Corey Roberts

Financial Adviser | Director

Corey Roberts has been a Financial Adviser for over 15 years. Corey enjoys building relationships with his clients and gaining a detailed understanding of their goals and needs. Outside of work, Corey is a member of the Sandy Creek Cricket Board, has three boys and a passion for fishing, sport and enjoying quality time with family and friends. Corey brings to the partnership, leadership and an enthusiasm for continuous improvement.

Launce Kent

Financial Adviser | Director

Launce has been in the Finance industry for over 7 years and has an exceptional eye for detail. Launce enjoys developing
the best solutions for his clients and clients value his special ability to build their knowledge by turning complex issues into plain language. He likes to think of himself as his clients’
financial teacher.Launce has an easy-going consulting approach and enjoys a little banter
along the way. Launce is a junior cricket coach and also plays A grade country football in
his spare time. Launce believes keeping fit and healthy is the foundation to a long enjoyable
life.

Our Partners

Wealth Evolution is an authorised representative of the Meritum Financial Group Pty Ltd (Australian Financial Services License no: 245569). Established in 2004, Meritum is a leading financial planning group that has expanded rapidly to offer a presence in most Australian states.